AE Wealth Management’s Monolithic Power Systems MPWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-222
| Closed | -$205K | – | 2150 |
|
|
2024
Q3 | $205K | Buy |
+222
| New | +$205K | ﹤0.01% | 1177 |
|
|
2024
Q1 | – | Sell |
-747
| Closed | -$449K | – | 1672 |
|
|
2023
Q4 | $449K | Sell |
747
-9
| -1% | -$5.41K | ﹤0.01% | 1499 |
|
|
2023
Q3 | $349K | Buy |
756
+59
| +8% | +$27.3K | ﹤0.01% | 1539 |
|
|
2023
Q2 | $377K | Buy |
+697
| New | +$377K | ﹤0.01% | 1514 |
|
|
2022
Q4 | – | Sell |
-2,132
| Closed | -$775K | – | 1874 |
|
|
2022
Q3 | $775K | Buy |
2,132
+715
| +50% | +$260K | 0.01% | 1046 |
|
|
2022
Q2 | $544K | Buy |
1,417
+172
| +14% | +$66K | ﹤0.01% | 1152 |
|
|
2022
Q1 | $605K | Buy |
+1,245
| New | +$605K | ﹤0.01% | 1133 |
|
|
2021
Q4 | – | Sell |
-1,824
| Closed | -$884K | – | 1742 |
|
|
2021
Q3 | $884K | Sell |
1,824
-174
| -9% | -$84.3K | 0.01% | 910 |
|
|
2021
Q2 | $746K | Buy |
+1,998
| New | +$746K | 0.01% | 949 |
|
|
2020
Q4 | – | Sell |
-4,383
| Closed | -$1.23M | – | 1378 |
|
|
2020
Q3 | $1.23M | Buy |
+4,383
| New | +$1.23M | 0.02% | 574 |
|